User Manual: Create and Edit Users

To create or edit a user, go to Administration > Users

To create a new user account, select + Create new

A blank user account information screen will appear on the right side of the screen Fill in all user information, including the email address, full name, and password User passwords must be between 8 and 24 characters in length A warning message will appear if the entered password does not fit these parameters Assign a role by selecting a checkbox

Once all the information is entered, select Save The user account will appear on the left with all other active accounts The email address entered on creation will become the user’s permanent user ID The email address (used, for example, to reset a password) may then be changed, but the user ID will remain the same

To edit a user, select the user account name from the left menu Change any fields or assigned roles Select Save

To inactivate a user, select the user account name from the left menu Change the Status dropdown from Active to Inactive This will keep the user account in the system (i.e. for audit) but the user will not be able to log in User accounts may be reactivated at any time

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